Modern Wealth Management, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $381,779 | 14,960 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $406,644 | 15,196 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $412,359 | 15,769 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $377,099 | 14,182 | Shares | Sole | 2025-05-30 |